Distributions

Ascensus
Newport
FuturePlan
Provident Trust
- Largest independent provider of tax-advantaged savings and strategic technology partnerships.
  
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  Leading provider of nonqualified deferred compensation, institutional insurance solutions (BOLI/COLI), and consulting services.
  
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  Leading national TPA provider delivering retirement plan administration, fiduciary compliance, and actuarial and consulting services.
  
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  Self-directed IRA Custodian specializing in alternative investments, supporting a variety of retirement accounts.
  
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Provisions & priorities

Focus on the SECURE 2.0 provisions that simplify client planning, deliver stronger outcomes, and drive practice growth.

Contributions

Guide clients through new contribution limits and catch-up opportunities that support smarter savings and help grow your advisory revenue.

Distributions

Strengthen your role as a trusted advisor by simplifying distribution rules and helping clients stay compliant.

SECURE act video series

Keep your expertise current with on-demand videos that turn SECURE 2.0 provisions into actionable insights for impactful client conversations.

Penalty-Free Distribution Options Under SECURE 2.0

Distributions · Information Guide